Follow up on the latest improvements and updates.

RSS

June 19, 2026

improved

06/12/2026

📅 Availability & Scheduling

Default availability rules:
Manage reusable availability rules for resources from the calendar, including date ranges, weekday selection, yearly repeats, and time windows.
Resource selection polish:
Resource images now appear correctly in booking selectors, making it easier to pick the right lodge, guide, or resource.
Guest package counts:
Booking creation now keeps package guest counts aligned with the selected guests.

📱 Mobile App & On-the-Go Tools

Contact filters:
Mobile contacts can now be filtered by stage, date range, and referral source, with matching counts shown so teams can narrow lists faster.
Contact lists:
Create, view, archive, and manage contact lists from mobile, including list details and contact-list bulk messaging.
Lead management parity:
Mobile lead tools now support board-style workflows, actions, selection improvements, haptics, unread indicators, and reused lead options.
Form submission details:
Mobile form cards and submission views now surface more useful answers, media, dates, and booking-related context.
Mobile form builder:
Create and edit forms from mobile with more of the dashboard form workflow available on the go.
Mobile create listing flow:
Outfitters can start listing creation from the mobile app with a dedicated guided screen and AI-assisted setup steps.
Hourly booking creation:
Mobile booking creation now supports hourly booking flows and hourly package time-window selection.
Automation Center:
Mobile users can now access and manage automations from the app.
Onboarding tasks:
Mobile onboarding now surfaces setup tasks and refreshes access as feature availability changes.
Stripe onboarding:
New mobile and dashboard onboarding screens help outfitters continue payment setup from the right place.
Cleaner mobile actions:
Many mobile screens now use clearer header actions instead of floating action buttons, making save, create, and confirm actions easier to find.

💼 Contacts, Leads & Marketing

Marketing opt-outs:
Contacts can be manually opted out of marketing from the dashboard, with email and SMS opt-out status resolved consistently.
Opt-out visibility:
Marketing opt-out dates now appear in contact tooltips instead of crowding the main contact view.
Sent blasts tab:
Marketing pages now include a Sent Blasts area so teams can review completed sends with clearer wording.
Sent blast details:
Sent blast tables now show the template link and channel used for each send.
Bulk blast filtering:
Bulk imports can now be filtered by multiple marketing-related types, making sent and scheduled communication history easier to find.
Larger marketing sends:
Contact list blasts can now handle larger audiences more reliably, including filtered sends with clearer safety checks.
Lead sorting:
Lead lists now sort more predictably so the highest-priority opportunities are easier to work first.
Bulk contact cleanup:
Contacts can now be archived or deleted in bulk with wording that better matches the action being taken.
Archived contacts:
Archived contacts are filtered more reliably and their custom properties are archived alongside them.
Required contact info:
Contacts can be created or imported with either an email address or phone number, reducing the need for placeholder emails.
Contacts navigation:
Dashboard navigation now favors Contacts terminology and removes older Clients entry points.

🧾 Taxes, Pricing & Checkout

Custom tax setup:
Dashboard tax settings now support creating and updating tax definitions and assigning taxes to pricing packages.
Named taxes on mobile:
Mobile booking flows now recognize named taxes and keep tax-related selections in order.
Hourly package support:
Mobile pricing packages can include time-window selection for hourly booking flows.
Add-on accuracy:
Booking add-on snapshots and related totals are more reliable when bookings change.
Remaining balance tooltips:
Payment balance tooltips are clearer when reviewing booking financials.
Trip insurance payments:
Trip insurance payment setup now supports ACH payment methods where available.

🧭 Listings, Onboarding & Access

AI listing creation:
Listing setup now includes AI-assisted creation support to help outfitters build listings faster.
Unpublish action:
Listing unpublish controls have moved into the action menu for a cleaner page layout.
Listing publish checks:
Listing publish actions now wait for access and feature checks before letting users continue.
Feature access loading:
Feature access checks now show more reliable loading states and clearer availability.
Expanded setup tasks:
Additional onboarding tasks help more outfitters see the next setup steps that apply to their account.
Skippable onboarding:
Optional self-onboarding paths can now be skipped when appropriate.
Onboarding tasks in Digest:
Dashboard Digest can now surface setup tasks alongside other business reminders.
High-priority banners:
Important outfitter messages can now be surfaced more prominently when needed.
Billing profile access:
Billing profile settings are easier to reach from the dashboard menu.

🤖 Assistant & Templates

Assistant side pane:
The dashboard assistant now opens in a right-side pane so users can keep help available while staying on the current page.
Mobile assistant sheet:
The assistant is easier to use from the mobile app through a dedicated embedded bottom sheet experience.
Assistant attachments:
Users can add images, PDFs, pasted files, and supported documents to assistant conversations for richer help.
Assistant quick suggestions:
Contextual prompt suggestions help users get started faster from supported dashboard pages.
Assistant form drafts:
The assistant can prepare outfitter form drafts more safely, including validation before sending users into the builder.
Template card previews:
Email and message templates can be reviewed in a richer card grid with framed previews, clearer metadata, and system tags.
SMS preview polish:
SMS previews preserve line breaks and keep message bubbles readable across preview backgrounds.
Template preview reliability:
Template previews load more reliably and can handle empty preview content when appropriate.

📝 Forms, Website & Embedded Views

Single-step form editor:
Creating and editing forms now happens in a simpler single-step editor with clearer success messaging.
Form update reliability:
Partial form updates preserve settings like e-signatures more consistently.
Form creation feedback:
New forms now show create-specific success messages so users know the action completed.
Image link fixes:
Image/link blocks now keep the correct image alt behavior in form and content editors.
Embedded dashboard views:
Dashboard screens opened inside the mobile app now hide extra navigation chrome for a cleaner embedded experience.
Unsaved changes warnings:
Builder flows now warn users before back or forward navigation would discard unsaved changes.

✉️ Email Setup & Unsubscribe

Custom domain email fields:
Custom email domain setup now shows the domain suffix while typing sender and reply-to addresses, helping avoid mismatched addresses.
Brand-safe sending setup:
Clearer custom-domain email guidance helps outfitters configure outbound Mallard Bay messages with fewer mistakes.
Marketing unsubscribe pages:
Web unsubscribe links now land on a dedicated confirmation page with clearer success and error states.
Unsubscribe link wiring:
Marketing email templates can now use generated unsubscribe URLs more reliably.
Unsubscribe routing:
Public unsubscribe links route more reliably through Mallard Bay's web and webhook paths.

🔎 Forms, Reporting & Reliability

Form search summaries:
Dashboard search results for form submissions now show clearer field summaries and subtitles.
Export menus:
Reporting export dropdowns no longer get clipped inside the modal.
SMS confirmation flow:
SMS opt-in confirmation messaging is more consistent after form and booking flows.
QuickBooks sync safety:
QuickBooks syncing is safer when multiple outfitters are connected.
Dark mode inbox:
Courier inbox popups now follow dark mode more consistently.
Grid card polish:
Card-based table views better support custom media, disabled selection, and mobile-friendly image behavior.

⚙️ Fixes & Polish

Cleaner icons:
Navigation and action icons have been polished for a more consistent experience.
Card and modal polish:
Mobile card padding, modal chrome, booking footers, and confirmation screens now behave more consistently.
Contact terminology:
The mobile app now consistently uses Contacts terminology, with legacy Clients screens guiding users to the updated experience.
Android polish:
Android home, header, and splash screen layouts are more stable.
Gradient button polish:
Gradient button backgrounds now clip more cleanly inside their rounded shapes.

May 23, 2026

new

05/22/2026

📱 Mobile App & On-the-Go Tools

Import contacts from your phone
- Select contacts directly from your device, search and choose who to import, and watch live progress as the import runs.
Import history on mobile
- Review past contact imports, see success and failure counts, and reopen in-progress import details from the app.
Better tablet navigation
- The mobile app now uses a more natural tab and sidebar layout on iPad and larger Apple devices while keeping the iPhone experience unchanged.

___

💼 Leads, Contacts & Onboarding

Drag-and-drop lead boards
- Work leads by status in a board view with searchable columns, filters, load more controls, and bulk actions.
Clearer lead cards
- Lead cards now show quality indicators and source details so your team can scan and prioritize faster.
Contact source filters
- Filter, count, and export contacts by referral source to better understand where contacts are coming from.
Contact counts
- Stage filters now show counts so you can see how contacts are distributed at a glance.
Guided onboarding tasks
- New setup tasks guide outfitters through key steps, refresh automatically as work is completed, and only show tasks relevant to the outfitter's subscription.
Create listing wizard
- A new multi-step listing flow helps build listings with details, descriptions, lodging, add-ons, pricing, and availability in one guided path.

___

🤖 Assistant & Knowledge Base

Contextual page help
- The dashboard help button now opens the assistant with a page-specific prompt, making it easier to get help where you are.
Assistant email template editing
- The assistant can now help update email template subject lines, content, and styling directly in the template editor.
Expanded template guidance
- Knowledge base guidance for email and SMS template variables is clearer and available across more quote-sending pages.
Public Knowledge Base pages
- Mallard Bay knowledge articles can now appear as browsable website pages with product groupings, related articles, and search-friendly page details.

___

🌐 Website, Forms & Booking Widgets

Smoother booking widget checkout
- Embedded checkout pages now stay in sync when URL-backed booking options change, preventing stuck checkout states.
Richer form search results
- Dashboard search results for forms now show useful context like e-signature requirements, external form status, and key field names.
Form submission deep links
- Opening a form with a submission link now takes users straight to the submissions area on mobile-sized layouts.
More reliable form submission CTAs
- Outfitter notifications now link more directly to the relevant dashboard form submission.

___

⚙️ Fixes & Polish

Cleaner table toolbars
- Table filters and search controls are now easier to scan in a single-row layout.
Better tab defaults
- Pages can now open to the most relevant tab by default for smoother navigation.
More flexible wizards
- Wizard flows can now include skip actions where a step is optional.
Card selection fixes
- Selection checkboxes on cards no longer trigger the card's main click action.
Cleaner empty states
- Empty messages can now be shown without an icon when a simpler layout fits better.

May 19, 2026

new

05/19/2026

📱 Mobile App & On-the-Go Tools

Booking details redesigned
— cleaner mobile booking screens with improved layout and easier access to key trip details.
Booking editing improved
— smoother editing for bookings, booking lists, check-in/check-out times, and booking notes.
Booking forms on mobile
— view and manage booking-related forms from the app.
Resend booking emails
— resend booking emails directly from mobile.
Notes upgraded
— booking and client notes are easier to find, organized into tabs, and more reliable to submit.
Rich text editing
— richer mobile editing experience with better link handling and saved formatting.
Calendar and selector polish
— improved calendar/select interactions, including better keyboard and spacing behavior.
AI assistant knowledge base
— the mobile assistant can now answer more general product questions using the knowledge base.
Outfitter switching polish
— fixes around switching outfitters and mobile sheet behavior.

___

💼 Contacts, Bookings & Messaging

Contacts terminology
— dashboard naming moved further from “clients” toward “contacts.”
Contacts table improvements
— cleaner contact columns and moved/organized contact views.
Bulk import history
— dashboard support for viewing import history and tracking bulk contact imports.
Contact bulk imports backend
— server support for bulk contact import workflows.
Hourly bookings
— dashboard support for hourly booking calendars, hourly booking creation, and updated hourly calendar behavior.
Package controls
— packages can be toggled active/inactive from dashboard.
Add-on improvements
— better dashboard handling and display for booking add-ons.
Booking cards improved
— cleaner booking card layouts and booking table/card polish.
Booking time fixes
— timezone and check-in/check-out fixes for hourly booking flows.
Booking widget/listing selection
— widget flow can auto-select a single listing when appropriate.

___

🌐 Website, Forms & Growth

Thin booking widget
— new lighter booking widget experience for embedded booking flows.
Widget theming
— embedded booking widgets can now be customized with theme settings.
Form success redirects
— forms can redirect to custom success pages after submission.
Request quote improvements
— quote flows and quote form behavior were cleaned up and stabilized.
Hourly pricing support
— website booking flows now support hourly pricing packages.
Sportsmen navigation polish
— fixes around Sportsmen page settings and homepage/Sportsmen routing.
Homepage spacing cleanup
— cleaner horizontal spacing in home page collection sections.

___

⚙️ Speed, Fixes & Polish

Smarter knowledge base
— Improvements to how internal documentation is created and published, making it easier to find and share information.
Cleaner layouts
— Page headers, navigation, and action buttons now look and behave more consistently across the app.
Smoother interface
— Polished calendars, tables, tabs, and menus for a tidier, more responsive experience.
Better forms
— Quoting, scheduling, and profile forms are easier to fill out and work more reliably.
Simplified availability
— Cleaned up how availability is tracked behind the scenes for a more consistent experience.
Streamlined onboarding
— New users can get started more quickly with a smoother setup flow.
General improvements
— Bug fixes and stability improvements across mobile, web, and dashboard.

April 27, 2026

new

04/23/2026

📱 Mobile App & On-the-Go Tools

Groups
— create and manage group bookings from the app, including adding or removing events.
Clients
— updated naming and easier client creation/editing from mobile.
Listings
— create, delete, duplicate, and improve listings with AI writing help.
Photo uploads
— faster, smoother uploads even on weak connections.
iPhone widget
— quick weekly summary with bookings and unread activity.
Availability calendar
— simpler way to manage open dates and bookings.

___

💼 Clients, Leads & Messaging

Clients everywhere
— create and edit clients on both mobile and dashboard.
Client lists
— organize clients into lists and send scheduled email or text campaigns.
System Client Lists
— Use ready-made client lists out of the box.
Messaging upgrades
— easier message sending, saved templates, previews, and logs.
Leads + forms connected
— see form names and submissions directly with leads.
Client editing
— update email and phone numbers directly.
Custom emails improved
— richer editing tools with accurate previews.

___

🌐 Website, Forms & Growth

Request a quote everywhere
— quote forms added across pages and booking tools.
Better homepage search
— easier search with grouped suggestions.
For Sportsmen page
— new dedicated landing page.
Website builder upgrades
— better SEO tools, team sections, blog pages, improved listing pages, and custom scripts.
Forms improved
— cleaner layouts, duplicate forms, checkboxes, and easier submissions tracking.
Text message updates
— clearer and more personalized consent wording.
Cleaner pages
— removed clutter from listing and outfitter pages.

___

⚙️ Speed, Fixes & Polish

Faster performance
— quicker leads, clients, and forms pages.
Listings polish
— smoother duplication and simpler onboarding steps.
Reviews
— download customer review images.
Species filter
— added clear button.
Template help
— clearer explanations for message templates.
General cleanup
— many small fixes and usability improvements.

March 11, 2026

new

03/10/2026

🏆 Auction Trip Management

Introduced new tools to support
auction-based trips
Created a brand new portal to manage auction listings
Submit bids for auction trips
Select auction winners
Create bookings directly from auction results
More ways to sell trips with less manual coordination

___

📱 Expanded Mobile Capabilities

Added partial native
Forms and Form Submissions
Added access to the
Integrations Catalog
directly inside the app
Continued expanding dashboard functionality within the mobile app

___

👤 Account Settings & Notification Preferences

Both the
mobile app and web dashboard
now allow you to manage account settings
Update your
profile information
Customize how you want to be
notified across the platform
Consistent settings experience across devices

___

⚙️ Expanded Automations

Added additional
default automations
Automations now include an
activity feed
showing what messages were sent and when they were triggered
Improved visibility into automated communication

___

🚀 General Improvements

Easier access to
sportsmen feedback
Improved
Quick Pay layout
Improvements to the
booking details page
Listings can now include a
gear list
Gear lists can now be used in
communication templates
Added
Activity
as a new trip type
Performance and reliability improvements across the platform
Unread indicators for leads, bookings, quotes, quote requests, and notes for mobile
Improved listing and outfitter layout for dashboard

March 11, 2026

new

2/26/2026

💳 Payments & Checkout Improvements

Guests can now choose from available payment plans during Group Pay checkout, giving more flexibility on how they pay.
Inline payment form is now available for Group Pay invite acceptance, reducing friction and helping users complete payment in one flow.
Group Pay invite acceptance now supports inline payment setup, reducing friction and helping users complete payment in one flow.
Additional booking payments now support payment link/QR workflows, including optional email delivery.
Fixed a race condition where payment request pages could show confusing “not found/auth” behavior.

⸻

📈 Leads & Sales Visibility

Lead cards now show clear quality icons (Cold, Warm, Hot) beside lead names.
The Lead Quality dropdown now includes matching icons for faster scanning.
Lead quality is easier to scan with improved visual indicators.
Deep links to /send-quote now correctly open the Quotes flow in mobile.

⸻

📬 Client Communication & Messaging

Client Lists now support bulk email (in addition to SMS).
SMS integration is now visible/available to all users.
New automated payment templates are available: Quick Pay Receipt, Refund Initiated, and Failed Payment.
New reminder templates: Prospective Client Reminder and Pre-Trip Sportsman Reminder.

⸻

🗂 Client Management

You can now import clients via CSV (with sample file support).

⸻

📊 Insights & Activity Tracking

New Digest page gives a weekly view of key activity and upcoming bookings.

February 10, 2026

new

02/10/26

⚙️ Automation Center
Outfitters now have full visibility and control over their automations.
With the new Automation Center, you can see exactly which notifications are sent, when they trigger, and how guests are contacted. Turn workflows on or off, choose delivery channels, and manage everything from one place—no guesswork, no surprises.
⸻
🧩 Configurable System Templates
Every automation is powered by a system template—the messages sent for key events like booking approvals, cancellations, invites, and receipts.
You can now view, edit, and customize these templates. Update wording, adjust tone, and control how messages appear across email and SMS, while we handle the timing and delivery.
Templates are system-managed for reliability, but flexible enough to keep your communication clear, accurate, and on-brand.
More flexibility now. Deeper customization coming next.
⸻
📱 Self-Onboarding Comes to Mobile
You can now complete the full self-onboarding flow directly from the mobile app—no desktop required.
Set up your account, complete required steps, and get ready to take bookings straight from your phone. This reduces friction, speeds things up, and lets you get operational wherever you are.
Same flow. Same requirements. Just mobile.
⸻
🧭 Booking Creation, Streamlined
We’ve simplified and improved the booking creation flow in the web dashboard.
Creating a booking now takes fewer steps, with clearer inputs and less back-and-forth. The goal is simple: get bookings created faster, with fewer mistakes and less manual effort.
⸻
🛒 Simplified Checkout
Checkout is now faster and easier across the Mallard Bay marketplace and booking widget.
We’ve reduced unnecessary steps and friction so your clients can book with fewer barriers and less hassle. That means smoother conversions, fewer drop-offs, and more completed bookings.
Better experience for guests. Better results for outfitters.
⸻
🌐 Bring Your Own Domain
Outfitters can now send emails from their own domain instead of a generic Mallard Bay address.
You can also control where replies go, making it easier to manage conversations and keep communication professional and on-brand.
Better deliverability, clearer trust for guests, and fewer missed replies—all without changing how automations work.

January 16, 2026

new

01/15/26

🚀 Smarter, More Transparent AI — You’re in Control Now
Our AI just leveled up in a way you can actually see and feel.
Watch the AI think in real time — including tool usage, not a black box
Streaming responses mean faster feedback and less waiting
Smoother, more natural interactions across the board
Why this matters:
You get faster answers, better trust, and more confidence in what the AI is doing on your behalf.
⸻
📱 Mobile Is No Longer a Compromise
We closed major gaps so you can actually run your business from your phone.
You can now:
Manage your weekly calendar
Create refunds on the go
Assign resources to bookings
Check team member availability
View reviews
Edit and delete notes
Why this matters:
Less “I’ll do it later on desktop.” More real-time decisions, wherever you are.
⸻
💳 Payments, Billing, and Admin — Way More Resilient
We focused on the stuff that quietly causes the most headaches.
Better handling of failed trip insurance payments
Retry support for trip insurance payment errors
Consistent payment request statuses once paid (finally)
Set your website favicon and custom domain directly from the dashboard
Improved billing owner setup during onboarding
Tons of small but meaningful dashboard polish
Clicking the support email now pre-fills context so we can help faster
Why this matters:
Fewer edge-case failures, less confusion, and fewer support back-and-forths.
⸻
🌐 A Whole New Pro Website Experience
We didn’t just add pages — we built a system designed to convert and rank.
New content includes:
Verticals pages
Use case pages
Feature and service pages
Success stories & testimonials
FAQs
“Trusted by” outfitters section
All wrapped in:
A slicker design with smooth animations
Significant SEO and AEO improvements for discoverability
👉 Explore it here: https://mallardbay.com/pro
Why this matters:
Clearer messaging, better trust signals, and stronger inbound growth.
⸻
⏳ Coming Very Soon (Pending Final Verification)
SMS support for marketing
SMS for incoming Vapi conversations
Why this matters:
More immediate, higher-response communication with customers — without extra tools.
⸻

December 26, 2025

new

12/26/25

📅 New weekly calendar view  
See all bookings across listings, lodges, guides, and resources—one full week at a time
. No more hopping day by day to understand what’s actually happening.
Coming soon to mobile
---
🧩 Smarter resource management  
Bookings change. Now your assignments can keep up.
Assign resources after booking creation  
You can now add or update resources, team members, and lodging
 even after a booking is created—no workarounds required.
Individual availability calendars for guides & staff  
Each guide (and any team member) now has their own availability calendar
, making scheduling clearer and conflicts easier to avoid.
---
🤖 AI widget for your website  
Meet your new on-site AI assistant
. It can:
Chat with customers in real time  
Answer common questions  
Send quotes  
Create quote requests automatically
Every conversation turns into a lead with a clear summary
, so nothing slips through the cracks.
---
🛠️ Big fixes  
Fixed an issue where SMS consent controls took up too much space on mobile
 during checkout